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Cassaday & Co Wealth Management’s United Parcel Service UPS Stock Holding History

Cassaday & Co Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22K Sell
204
-10
-5% -$1.04K ﹤0.01% 756
2026
Q1 		$21K Buy
+214
New +$22.9K ﹤0.01% 776
2023
Q2 		– Sell
-1,196
Closed -$232K – 270
2023
Q1 		$232K Buy
+1,196
New +$219K 0.01% 232

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's UPS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its United Parcel Service (UPS) stake by 4.7% in Q2 2026, selling an estimated $1.04K and leaving 204 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Cassaday & Co Wealth Management first reported a position in UPS in Q1 2023 and has held it in 3 quarters since. The position peaked at $232K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cassaday & Co Wealth Management held 204 shares of United Parcel Service worth $22K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 10 United Parcel Service shares in Q2 2026, an estimated $1.04K.
  • United Parcel Service made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #756 holding.
  • Cassaday & Co Wealth Management first reported a position in United Parcel Service in Q1 2023 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's United Parcel Service position peaked at $232K in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.